Simplify Exchange Traded Fun shares owned by Worth Asset Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $492k | 22k | 22.65 |
| 2023-12-31 | $1.0M | 45k | 22.78 |
| 2023-09-30 | $1.3M | 57k | 22.57 |
| 2023-06-30 | $2.7M | 116k | 22.95 |
| 2023-03-31 | $264k | 12k | 21.75 |
| 2022-09-30 | $35k | 1.7k | 20.65 |